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pjmitchell55
Level 3

Invoicing - multiple projects for one customer

Using Desktop Premier for Contractors.    We have customers that have several different  "jobs".  How do I enter an invoice for a customer  that has line items for more than one job on that invoice?   (These were originally done in QBO, but I now have the wonderful task of entering them into QuickBooks Desktop.)

 

Thank you.

Solved
Best answer October 21, 2020

Best Answers
MirriamM
Moderator

Invoicing - multiple projects for one customer

Hi there, pjmitchell55

 

Let me share information about how creating invoices works in QuickBooks Desktop (QBDT). 

 

QuickBooks Online (QBO) and QBDT are two different QuickBooks product with unique features. In QBDT, you cannot invoice more than one Job. Since the Job is tied to the Customer's name in which only one Customer:Job can be billed in one invoice. 

 

You may consider using the Class tracking feature to identify your jobs instead. That way, you can allocate each line item of an invoice to a class.

 

For future tasks, you may find below links helpful may find 

Get back to me if there's anything else I can assist you with, in managing your QuickBooks account. I'm always here to lend a hand.

 

 

 

**Say "Thanks" by clicking the thumb icon in a post.

**Mark the post that answers your question by clicking on "Accept as solution".

View solution in original post

Candice C
QuickBooks Team

Invoicing - multiple projects for one customer

Hey there, @pjmitchell55

 

Thanks for reaching back out to the QuickBooks Community. 

 

The reports that are available in QuickBooks Desktop (QBDT) by class are class list, profit and loss by classpurchases by class detail, sales by class detail, and sales by class summary

 

You can use a sample file in the product to create some data to test some of these reports out. This will allow you to see what's the best fit for your business. Here's how: 

 

  1. Open your account. 
  2. From the "No Company Open" window, click on the Open a sample file drop-down menu. 
  3. Choose a test file and press it to open. 

 

From here, you'll be able to try different reports to see what your business needs. You can always go a bit further and customize reports in your account to receive information in a format you'd like. 

 

Let me know if this helps. I want to make sure all of your concerns are addressed. The Community is always here to have your back. Wishing you and your business continued success!

View solution in original post

4 Comments
MirriamM
Moderator

Invoicing - multiple projects for one customer

Hi there, pjmitchell55

 

Let me share information about how creating invoices works in QuickBooks Desktop (QBDT). 

 

QuickBooks Online (QBO) and QBDT are two different QuickBooks product with unique features. In QBDT, you cannot invoice more than one Job. Since the Job is tied to the Customer's name in which only one Customer:Job can be billed in one invoice. 

 

You may consider using the Class tracking feature to identify your jobs instead. That way, you can allocate each line item of an invoice to a class.

 

For future tasks, you may find below links helpful may find 

Get back to me if there's anything else I can assist you with, in managing your QuickBooks account. I'm always here to lend a hand.

 

 

 

**Say "Thanks" by clicking the thumb icon in a post.

**Mark the post that answers your question by clicking on "Accept as solution".

View solution in original post

pjmitchell55
Level 3

Invoicing - multiple projects for one customer

I got everything in (I hope, lol).  I had wondered about class tracking but we are using class tracking for our trucks  and other equipment. (Excavation / construction company).   The way this company has things set up we have SO many jobs. We have one major "customer" that has "sub-customers (locations) that have multiple "jobs".  Its kind of unruly, but the owner wants to be able to get very detailed information.

I'll still think about class tracking customers, but not sure if we could run a profitability by class if we have both vehicles and customers as classes ?  

Candice C
QuickBooks Team

Invoicing - multiple projects for one customer

Hey there, @pjmitchell55

 

Thanks for reaching back out to the QuickBooks Community. 

 

The reports that are available in QuickBooks Desktop (QBDT) by class are class list, profit and loss by classpurchases by class detail, sales by class detail, and sales by class summary

 

You can use a sample file in the product to create some data to test some of these reports out. This will allow you to see what's the best fit for your business. Here's how: 

 

  1. Open your account. 
  2. From the "No Company Open" window, click on the Open a sample file drop-down menu. 
  3. Choose a test file and press it to open. 

 

From here, you'll be able to try different reports to see what your business needs. You can always go a bit further and customize reports in your account to receive information in a format you'd like. 

 

Let me know if this helps. I want to make sure all of your concerns are addressed. The Community is always here to have your back. Wishing you and your business continued success!

View solution in original post

pjmitchell55
Level 3

Invoicing - multiple projects for one customer

Thanks for your input!  

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